General :: Creating A Transactional Tracking Database
Jan 1, 2013
I am looking to create something called a "transactional" database that tracks historical information.I want to track and keep a record of employees at my organization who have had disciplinary action. We currently have a 5 step approach leading to termination.Eg. Step 1: receive Letter #1 Step 2: receive letter #2 + manager meeting step 3: receive letter 3 + manager and director meeting, etc etc.
I believe this is transactional because for each employee, we would need to see when they received the letter in the past, and an employee may receive two or three "step 1 letter 1" notices due to whatever circumstance.I stumbled upon this database and I found the bottom part where you Add/Edit Employee is what I am looking to do...except I can't Design view or anything to see how all this cool stuff is done! The link is: access-programmers.co.uk/forums/showthread.php?t=154187
Essentially, I want to create a user friendly database like the link above where a clerk/admin assistant can open Access, search for an employee by name or department or manager, and then be prompted to add information such as Letter #2 delivered, manager meeting occured, employee signature, etc.
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Jul 9, 2014
Our office needs a way to track reports that are due to us, so I'm trying to build an Access database to do that. What happens is this...
We put out a weekly tasking document (called an AFCTO) every Friday that tasks our outside agencies (units) to do various things. Each task in the AFCTO directs a single unit to do a specific thing. Units may be tasked multiple times in the AFCTO (one-to-many relationship), but each task only applies to one unit.
Some tasks require the units to send us reports on the status of that task, while other tasks don't. The reports that are due can occur at different frequencies. For instance, some tasks require our units to send us reports weekly on Thursdays; other tasks may require reports to be sent to us monthly on the 1st; other tasks may require daily reporting.
Now, with all that said, we need a way to see what's due to us each day. What I would like is a report that displays what's due for this week, similar to this:
So far I have a very rough mockup of what the form should look like (fmAFCTOTasks in the attached db):
The user can type in the AFCTO Task Number of the task, the start and end datetime group, the unit assigned to that task, the task desc, what type of report is due, what triggers the report, and the frequency at which the report is due. Reports can have one of two triggers...
1) event driven (something happens that requires a report to be due), or
2) date driven (report is due on certain date or day(s)).
Obviously if a report is event-driven, then there will be no frequency or date/day associated with it. How to structure the tables and the form.
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Aug 19, 2013
how to build a construction submittal tracking database.. im doing all this in excel but i find it very hard to trace the data that i need.. i have a form where all the data is inputed.
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Sep 10, 2012
I am planning my new DB and am contemplating the best design. It will be used for warehouse stock rotation and control of pallets. I want to track each pallet (product/time in/time out etc) to each pallet space within the warehouse. There are a total of 400 pallet spaces or 'locations' as i will refer to them as.
Now, would it be possible for me to have a table set up for each location? Will access object to having 400 tables in my data base?? Is there a limit?
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May 20, 2015
I am creating a database for creating quotations. The quotation number is generated using the date, for example the first quote today would be quote number "05202015-1" because it is the first one today. The next quote today would be quote number "05202015-2" and so on. Is there a way to make access automatically generate these quote numbers based on the date?
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Nov 4, 2014
is there a way to create a profile on each person on my database, to show their contact details and whether they've made a purchase from me before, or must I literally just make a table entering each individual person and purchase?
My boss (in another job) showed me very quickly an extremely old database one of his old employees had made for him years ago containing all of his clients, each shown individually, and he was able to click through each one, and each window showed the client's name, contact details, personal details, etc. and he just had hundreds of entries for all of his clients and was able to scan through each individual one. I am 99% sure he said it was on Microsoft Access that he'd done it.I just want to monitor how many of mailing list subscribers have also made purchases and whatnot, as I do rewards for them, and it'll be much easier to view each person's profile and the orders they've made than have to scan through a table to find each separate order?
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Jan 2, 2014
I'm creating a database full of contacts. I have a contacts table with detailed info on each contact and I also have a company table with details on each company - all companies attached to a contact are in the company table plus a few others. I'd like to be able to pull up a company profile and see all the contacts we have associated with that company displayed in a list.
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Jun 8, 2012
Im looking at creating an MS Access database for manufacturing items. Ill need to be able to create default items to be made and also use this to assign members of a team a list of items to make for a current day of the week which i can then input back into the database to keep it up to date with what they have made, have they kept to targets etc....
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Jul 31, 2012
I am trying to create a Special Recorded tracking database where a member of staff will log the tracker number into the database and then at a later date someone can come and update the data, what I want to do is scan the tracker barcode with a scan gun and its details appear for updating, I can do this part but when I make any amendments to the data it doesn't save the new data and I don't know why? I am using a combobox to display the tracker number and me.text1.value = me.combo4.column(1) and so on and so forth to display the data, when I change this data it doesn't save.
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Mar 19, 2013
I would like to Create a database for indexing / organizing PDF documents. My Company currently use a 3rd party accounts program and we raise sales and purchases using numerical numbers ( but we can Jump to a new range of numbers within the program) for example if the purchase order numbers become simliar to the sales order numbers. But this 3rd party software does not let us scan documents into it hence the need for an alternative database.
For the data base I was thinking if only creating a index of the sales order numbers to start with. the first few question I have are.
1.) Should I Use the Autonumber as my first index column or should I replace it with our own sales order numbers in that column.
2.) is there a way to autopopulate the sales order numbers in a table for historical sales numbers.
3.) can you scan directly into Access
How to start planning the design off the database as I know this is almost the most important aspect of a database.
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Jun 13, 2013
Why Access (2010) database is creating backup copy by itself?
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Apr 15, 2014
I am looking to design and create a user interface for my database. Preferably hiding the standard access interface and upon opening the database have a pop up form with buttons to direct users to forms queries.
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Nov 4, 2014
I read in the book (Access 2013 inside out), one of the way to distributing access database is creating an application shortcut.
Now i have an Access 2013 file on my computer (with office 2013 and windows 7) other users have office 2007 and windows (XP) on their computers. now i want to give a copy of this file to other users without save as that to 2007.
I would like to know how i can do that with creating an application shortcut , if it is possible because in the book I could not find the way if there is?
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Oct 17, 2014
I've changed my splash screen for a database using the method of creating an alternative bitmap.Is there a time setting for this or an alternative?
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Mar 26, 2008
Is there a way to track changes made by different users to access tables? For instance if several users update or change data in various records is there a way to track when and what was changed (before and after data)?
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Oct 10, 2007
I consider myself an intermediate ACCESS user and can get around it with little trouble with the help of the internet and the help file.
I am trying to design a database that is fairly simple in design, it is for tracking the status of documents at our work center. Basically we have personnel reports that are passed around the different people and different dates.
I have a main form that has the info on the person along with dates that it is due.
Then a sub form that has the date sent and where it went to.
My problem lies in that I want to keep track of the whole history of the document but when i print out a report or export the data to excel to put up in powerpoint I need to have just the most recent date sent only item.
I have 2 tables one with user info and another with the routing info with its own primary key along with a identifier key to link the primary and sub form.
Of course it is easy to create a report with the data to show all the different routing steps but not just the one with the most recent date.
Thanks in advance for the help.
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Nov 12, 2005
I would like a field on my main switchboard that displays the last time the database was modified.
Simple question, and I can not find an answer anywhere.
Thanks!
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Jun 28, 2007
Hi team.
I've had a bit of a search around the forums and haven't found this anywhere.
Does anyone have a sample issue tracking database for an IT department?
I don't have too much Access experience so am looking for a little bit of a headstart on this. It seems relatively basic though.
The fields I think I will be needing are the following:
Log No
Status
Priority
Type
Project
Raised by Person
Raised by Department
Description of Issue
Status
1 Active
2 On-Going
3 Hold
4 Finished
5 Cancelled
Priority
1 High
2 Medium
3 Low
Type
1 Bug
2 Enhancement
3 Other
Project
1 Lotus Notes
2 File Maker
3 Tumbleweed
4 Windows
5 Microsoft Word
6 Microsoft Excel
7 Microsoft Outlook
8 Adobe Acrobat
Raised by Department
1 Research & Development
2 Customer Service
3 Finance
4 Data Solutions
5 Communication Services
6 Production
7 Stores
8 Operations
9 Other
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Aug 3, 2005
Would like to hear from anyone that has designed a database that can be used to track employee compensation on a year to year basis. I am current designing a database to do just that but I'm having a hard time deciding on how to setup the tables. What they use this for is yearly reviews so I need it to be able to pull data from prior years and the current year. I've designed one but don't think its going to work for me. Just interested to see if and how someone has done the same thing.
Thanks,
Chester
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Dec 6, 2007
Hello,
I am trying to figure out how to setup my tables. The tracking system i am trying to create will have these information:
the Tables will contain these information
- Package number
- Received date
- Sent date
- How long have we had the package
- Status (Sent or Pending)
I will also need to figure out who received and sent the package
- Employee name
Please advise if I setup the tables correctly.
I will also need to query these info:
- all packages received 3 days ago
- how many packages an employee received and sent
- How many sent or pending
Thank you for your help.
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Jun 14, 2013
I'm doing a database that tracks customer projects and orders.
The Header table contains all the Customer and Project details like customer name, contact details, project leader, etc.
A second table BOM contains the customer orders for a particular project.
I need a way to track changes or revisions to the BOM. It happens when a customer makes changes on their orders like quantities, etc.
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Mar 15, 2007
Hello Everyone,
I've been looking at all the fine db samples and advice provided in this forum and they are giving me a huge boost in my new job as a DB Admin. :D
Since this forum has a very active group and you guys know and done it all, ;) I thought I would ask if anyone out there has done or could give me an idea on how to buid the following db:
I need to create a db that will keep track of a specific item from the moment it comes in 'til it goes back out. This could be weeks in the process.
What happens is that this is a program where people donate old worned out wheel chairs and they get totally overhauled. As the chairs come in they need to be tracked from start to finish to see where they came from (Somewhere in the USA), what process it took to overhaul it (ItemID and Current location [Storage, Repair BIN, Repair Table, Completed Tabe, Outbound Table, En Route to Destination, etc] and status [For parts, fixable, paint room, repair room, completed]) and where they were donated to, a city in some foreign country (Africa, Asia, Mexico, South America, Etc.).
If someone has something I can use would be great, but if not any idea on how to do it best, would be greatly appreciated.
Thanks!
René
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Aug 20, 2013
just building my first database. Eventually I want to make it open to others/make changes as new research is done. Can I add change-tracking etc. later (perhaps once I know ANYTHING about code etc.). Basically - can I worry about that later, or--like structure etc.--does it have to be set up before I can enter any data to begin with?
(for the initial part in which I am the only one using the db I was planning on just having it stamp the date of the original entry)
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Oct 24, 2004
I am developing a database for a friend and have all the relationships,
tables, forms, queries and reports working well. I used the orders template to
build this and just made a few changes. I have an orders form with an orders details
subform that works beautifully. There is also customers table, employee table,
products and inventory table. The inventory table has product ID, units in stock and reorder level
as the only fields. I need an easy way to have the orders detail form decrease inventory as
items are ordered and also some sort of way to enter restock. Can anyone offer advice that a
beginner can understand in regard to this?
I wrote an update query that he can run that will subtract the qty ordered from the units on stock
for orders with order date >= whatever date he enters, but if he enters a date he's previously updated it will update those records again. I think this is not a good way to go but the only way I could accomplish. I have him using the same order entry form with customer name Restock to add items to inventory by putting an if then else statement in the before mentioned update query. This just adds to inventory if customer name="Restock" else the qty ordered is inventory units in stock -qty ordered.
I'm sure someone can suggest a better way. A friend mentioned dsum function but can't explain how to apply it in this instance. Thanks so much!!!!
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Jul 24, 2013
I am working on a project where I am creating a database that tracks open orders (old and new orders that still need to be billed but haven't been billed for one reason or another).
I have my "Master" table built and now I need to create 2 queries, one query retrieves the Top 20 orders based on value and that are older then 30 days and the second query is to retrieve the Top 100 orders based on the same criteria but the Top 100 query should not include the orders that appear in the Top 20 query.
My Top 20 query is below
SELECT TOP 20 MASTER.COMBO, MASTER.[Customer Name], MASTER.Status, MASTER.CCD, MASTER.Area, MASTER.[Order Type], MASTER.[Order Value], MASTER.AGE, MASTER.ANALYST, MASTER.COMMENTS
FROM MASTER
WHERE (((MASTER.AGE)>=30))
ORDER BY MASTER.[Order Value] DESC , MASTER.AGE;
I have tried multiple ways to do the Top 100 query and exclude what is returned in my Top 20 query but so far no success.
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Apr 17, 2014
I am designing a shipping container tracking system for my work and would like to know what the best design is for this.
There are many excel sheets that provide data on the status of containers along the supply chain i.e. shipping schedule, data from the logistics supplier showing status at the wharf, data for movements on our site etc.
Each container has a unique identifier according to what stock it carries and also a container no. designated by the shipping line. I was planning on use the first one as a primary key.
My first instinct was to have a main table that contained all of the information, with queries that updated the fields from the other data sheets.
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